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3-min read • 9 Apr 2025
Advisory
Automation
Investment
AI
Wealth Management
Banking
APAC
From Legacy to Leader: The Race to Modernise Investment Advisory
Written by David Wager
Where does your advisory model stand?
Connect with David to evaluate your digital readiness and identify the next steps.
References:
1. Report: Core Banking without Compromise2. Zachary Miller, How DBS Bank Uses a Human-AI Synergy Approach to Enhance Customer Experiences and Improve Efficiencies3. Weijia Yao et al., The High-Net-Worth insurance market in APAC 4. Ngozi Emeagi et al., AI Set to Revolutionise Wealth Management Operations5. Highly Customisable Private Banking Onboarding Experience in 8 Weeks6. Nilesh Vaidya, Gaining HNWI Market Share: Embracing AI-Powered Behavioral Finance7. Bianca Chan, Here's how AWS is helping financial giants like JPMorgan and Bridgewater with their AI ambitions 8. Morgan Stanley uses AI evals to shape the future of financial services 9. When SCB Adopted a “Going Upside Down” Approach 10. Lorenzaj Harris, AI-Driven Risk Management in Portfolio Construction
Our Experts In This Topic
OUR EXPERT
David Wager
Associate Partner • Banking
David Wager is an Associate Partner, advising financial institutions across the APAC region. With deep expertise in banking, client engagement, and strategic transformation, he helps organisations enhance efficiency and deliver impactful business outcomes. David plays a key role in shaping regional initiatives, partnerships, and operational excellence.
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3-min read • 9 Apr 2025
Advisory
Automation
Investment
AI
Wealth Management
Banking
APAC
From Legacy to Leader: The Race to Modernise Investment Advisory
Written by David Wager
Where does your advisory model stand?
Connect with David to evaluate your digital readiness and identify the next steps.
References:
1. Report: Core Banking without Compromise2. Zachary Miller, How DBS Bank Uses a Human-AI Synergy Approach to Enhance Customer Experiences and Improve Efficiencies3. Weijia Yao et al., The High-Net-Worth insurance market in APAC 4. Ngozi Emeagi et al., AI Set to Revolutionise Wealth Management Operations5. Highly Customisable Private Banking Onboarding Experience in 8 Weeks6. Nilesh Vaidya, Gaining HNWI Market Share: Embracing AI-Powered Behavioral Finance7. Bianca Chan, Here's how AWS is helping financial giants like JPMorgan and Bridgewater with their AI ambitions 8. Morgan Stanley uses AI evals to shape the future of financial services 9. When SCB Adopted a “Going Upside Down” Approach 10. Lorenzaj Harris, AI-Driven Risk Management in Portfolio Construction
Our Experts In This Topic
OUR EXPERTDavid Wager
Associate Partner • Banking
David Wager is an Associate Partner, advising financial institutions across the APAC region. With deep expertise in banking, client engagement, and strategic transformation, he helps organisations enhance efficiency and deliver impactful business outcomes. David plays a key role in shaping regional initiatives, partnerships, and operational excellence.